Civic Intelligence

Sunny Oaks Inc

EIN 93-0751741 • 501(c)3 • Salem, OR

Profile

Sunny Oaks, Inc. is a values-based community provider of high quality, person-centered, positive supports that include residential, community inclusion, and employment services for eligible people with disabilities in both Marion and Polk counties. Sunny Oaks supports opportunities to have "exercised authority and responsibility" over one's "chosen programs" resulting in new life skills, meaningful relationships of one's own choosing, fulfillment of expanded dreams and goals, independence and interdependence, and mostly, individually defined happiness. Sunny Oaks, Inc., while being both operationally and fiscally responsible, strives to be mindful and heartfelt in creating warm, safer, caring "integrated" environments and activities that meet the needs of the customer(s).

PO Box 5150Salem, OR 97304

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.39x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.32x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$112,244

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-7.5%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$5,139,614

Up $207,755 (+4.2%) from 2023

Liabilities

Down

$1,758,796

Down $239,600 (-12%) from 2023

Net Assets

Up

$3,380,818

Up $447,355 (+15%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Down

$6,534,117

Down $472,884 (-6.7%) from 2023

Expenses

Down

$6,086,762

Down $174,950 (-2.8%) from 2023

Net Income

Down

$447,355

Down $297,934 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,612,661Liabilities 2011: $740,103Net Assets 2011: $872,5582011Assets 2012: $1,545,472Liabilities 2012: $665,827Net Assets 2012: $879,6452012Assets 2013: $1,442,241Liabilities 2013: $606,276Net Assets 2013: $835,9652013Assets 2014: $1,629,526Liabilities 2014: $562,121Net Assets 2014: $1,067,4052014Assets 2015: $1,679,757Liabilities 2015: $678,109Net Assets 2015: $1,001,6482015Assets 2016: $1,837,760Liabilities 2016: $731,787Net Assets 2016: $1,105,9732016Assets 2017: $1,870,400Liabilities 2017: $730,192Net Assets 2017: $1,140,2082017Assets 2018: $1,834,707Liabilities 2018: $704,232Net Assets 2018: $1,130,4752018Assets 2019: $1,948,706Liabilities 2019: $676,633Net Assets 2019: $1,272,0732019Assets 2020: $2,880,715Liabilities 2020: $1,515,363Net Assets 2020: $1,365,3522020Assets 2021: $2,987,901Liabilities 2021: $792,179Net Assets 2021: $2,195,7222021Assets 2022: $4,050,409Liabilities 2022: $1,862,235Net Assets 2022: $2,188,1742022Assets 2023: $4,931,859Liabilities 2023: $1,998,396Net Assets 2023: $2,933,4632023Assets 2024: $5,139,614Liabilities 2024: $1,758,796Net Assets 2024: $3,380,8182024

Highlighted filing

2024

Assets$5,139,614
Liabilities$1,758,796
Net Assets$3,380,818
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,228,6982011Revenue 2012: $3,455,115Expenses 2012: $3,448,028Net Income 2012: $7,0872012Expenses 2013: $3,304,5042013Revenue 2014: $3,941,664Expenses 2014: $3,710,224Net Income 2014: $231,4402014Revenue 2015: $4,534,762Expenses 2015: $4,600,519Net Income 2015: -$65,7572015Revenue 2016: $5,270,386Expenses 2016: $5,166,061Net Income 2016: $104,3252016Revenue 2017: $5,607,068Expenses 2017: $5,572,833Net Income 2017: $34,2352017Revenue 2018: $5,625,271Expenses 2018: $5,635,004Net Income 2018: -$9,7332018Revenue 2019: $5,502,596Expenses 2019: $5,360,998Net Income 2019: $141,5982019Revenue 2020: $5,857,802Expenses 2020: $5,764,523Net Income 2020: $93,2792020Revenue 2021: $6,907,926Expenses 2021: $6,077,556Net Income 2021: $830,3702021Revenue 2022: $6,576,680Expenses 2022: $6,584,228Net Income 2022: -$7,5482022Revenue 2023: $7,007,001Expenses 2023: $6,261,712Net Income 2023: $745,2892023Revenue 2024: $6,534,117Expenses 2024: $6,086,762Net Income 2024: $447,3552024

Highlighted filing

2024

Revenue$6,534,117
Expenses$6,086,762
Net Income$447,355
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,139,614
Liabilities
$1,758,796
Net assets
$3,380,818
Revenue
$6,534,117
Expenses
$6,086,762
Net income
$447,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$1.76$3.38$6.53$6.09$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$2.00$2.93$7.01$6.26$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$1.86$2.19$6.58$6.58$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.79$2.20$6.91$6.08$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$1.52$1.37$5.86$5.76$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.68$1.27$5.50$5.36$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.70$1.13$5.63$5.64$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.73$1.14$5.61$5.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.73$1.11$5.27$5.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.68$1.00$4.53$4.60$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.56$1.07$3.94$3.71$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.61$0.84$3.30
2012Summary only. Only limited summary data is available for this year.$1.55$0.67$0.88$3.46$3.45$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.74$0.87$3.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 21, 2019
Return Version
2017v2.2
Gross Receipts
$5,625,271
Mission and Program Overview

Mission

Sunny Oaks, Inc. (SOI) is a values-based community provider of high quality, person-centered, positive supports that include residential, supported living, and community inclusion services for eligible people with disability in both Marion and Polk countiesSunny Oaks, Inc. (SOI) supports opportunities to have "exercised authority and responsibility" over one's "chosen programs" resulting in new life skills, meaningful relationships of one's own choosing, fulfillment of expanded dreams and goals, independence and interdependence, and, mostly, individually defined happiness.Sunny Oaks, Inc. (SOI), while being both operationally and fiscally responsible, strives to be mindful and heartfelt in creating warm, safer, caring "integrated" environments and activities that meet the needs of the customer(s).

Sunny Oaks, Inc. is a values-based community provider of high quality, person-centered, positive supports that include residential, community inclusion, and employment services for eligible people with disabilities in both Marion and Polk counties. Sunny Oaks supports opportunities to have "exercised authority and responsibility" over one's "chosen programs" resulting in new life skills, meaningful relationships of one's own choosing, fulfillment of expanded dreams and goals, independence and interdependence, and mostly, individually defined happiness. Sunny Oaks, Inc., while being both operationally and fiscally responsible, strives to be mindful and heartfelt in creating warm, safer, caring "integrated" environments and activities that meet the needs of the customer(s).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,288,626$1,204,561▼ $84,065
Cash and Non-Interest-Bearing Accounts$408,495$429,191▲ $20,696
Accounts Receivable$85,051$123,276▲ $38,225
Prepaid Expenses and Deferred Charges$88,228$77,679▼ $10,549
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,870,400$1,834,707▼ $35,693
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$470,293$444,339▼ $25,954
Other Liabilities$230,966$235,025▲ $4,059
Accounts Payable and Accrued Expenses$28,933$24,868▼ $4,065
Total Liabilities$730,192$704,232▼ $25,960
Net Assets / Fund Balance
Unrestricted Net Assets$1,140,208$1,130,475▼ $9,733
Total Net Assets Fund Balance$1,140,208$1,130,475▼ $9,733
Total Liabilities and Net Assets / Fund Balance$1,870,400$1,834,707▼ $35,693

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$618,537$396,326$1,014,863
Land$386,777-$386,777
Equipment$24,575$317,712$342,287
Leasehold Improvements$146,425$56,531$202,956
Other Land Buildings$28,247$151,615$179,862
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian VarleyExecutive DirectorFT$88,988$12,930$101,918

Board Members and Trustees

NameTitle
Jennifer BrundidgePresident
Deborah DayVice President
Carol DronenDirector
Karla KappelDirector
Susie D'AnnaDirector
Carole ShavereSecretary
Aaron BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,780
Program Service Revenue
$5,622,491
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,780
Change in Net Assets
$-9,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,556,228
Other Expenses$1,078,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,054,582$414,478-$3,469,060
Other Employee Benefits$561,060$76,142-$637,202
Payroll Taxes$280,350$38,046-$318,396
Occupancy$244,576$73,522-$318,098
Current Officers, Directors, Trustees, and Key Employees$89,688$12,230-$101,918
Travel$56,800$31,594-$88,394
Depreciation Depletion$79,235$6,469-$85,704
Office Expenses$66,813$7,424-$74,237
Fees for Services Accounting$7,240$55,689-$62,929
Fees for Services Other$53,229$9,467-$62,696
Other Expenses$11,311$36,173-$47,484
Insurance$41,031$5,460-$46,491
All Other Expenses$24,546$6,062-$30,608
Pension Plan Contributions$26,109$3,543-$29,652
Fees for Services Legal$1,810$16,290-$18,100
Interest$16,554--$16,554
Advertising$4,163$463-$4,626
Total Functional Expenses$4,833,330$801,674$0$5,635,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued payroll liabilities$157,331
Accrued vacation payable$77,694
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the CFO and executive director before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Informally review the policy as necessary”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board conducts an annual review of the Executive Director including a salary comparison to similar nonprofit organizations statewide.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Sunny Oaks Inc
EIN
93-0751741
Phone
5033707973
Address
PO Box 5150, Salem, OR 97304

Signing Officer

Name
Brian Varley
Title
Executive Director
Signed
2019-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
165

Preparer

Firm
Sandy Melhorn CPA PC
Address
537 High St SE, Salem, OR 97301
Preparer
Sandra R Melhorn
Phone
5033911814
Raw XML AppendixShowing 400 of 488 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028933
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024868
IRS990/AccountsReceivableGrp/BOYAmt085051
IRS990/AccountsReceivableGrp/EOYAmt0123276
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Sunny Oaks, Inc. is a values-based community provider of high quality, person-centered, positive supports that include residential, community inclusion, and employment services for eligible people with disabilities in both Marion and Polk counties. Sunny Oaks supports opportunities to have "exercised authority and responsibility" over one's "chosen programs" resulting in new life skills, meaningful relationships of one's own choosing, fulfillment of expanded dreams and goals, independence and interdependence, and mostly, individually defined happiness. Sunny Oaks, Inc., while being both operationally and fiscally responsible, strives to be mindful and heartfelt in creating warm, safer, caring "integrated" environments and activities that meet the needs of the customer(s).
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0463
IRS990/AdvertisingGrp/ProgramServicesAmt04163
IRS990/AdvertisingGrp/TotalAmt04626
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02780
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06062
IRS990/AllOtherExpensesGrp/ProgramServicesAmt024546
IRS990/AllOtherExpensesGrp/TotalAmt030608
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Char Herrold
IRS990/BooksInCareOfDetail/PhoneNum05033707973
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 5150
IRS990/BooksInCareOfDetail/USAddress/CityNm0Salem
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097304
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0408495
IRS990/CashNonInterestBearingGrp/EOYAmt0429191
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012230
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt089688
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101918
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02780
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01078776
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05622491
IRS990/CYRevenuesLessExpensesAmt0-9733
IRS990/CYSalariesCompEmpBnftPaidAmt04556228
IRS990/CYTotalExpensesAmt05635004
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05625271
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06469
IRS990/DepreciationDepletionGrp/ProgramServicesAmt079235
IRS990/DepreciationDepletionGrp/TotalAmt085704
IRS990/Desc0Provides residential, nutritional, educational facilities and training along with community integration programs and individualized employment place for individuals with I/DD (intellectual and/or developmental disabilities) referred by state and county governments. Approximately 40 residents reside in the homes and approximately 35 individuals receive services from the two community integration programs.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0165
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt04833330
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt055689
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07240
IRS990/FeesForServicesAccountingGrp/TotalAmt062929
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016290
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01810
IRS990/FeesForServicesLegalGrp/TotalAmt018100
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09467
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt053229
IRS990/FeesForServicesOtherGrp/TotalAmt062696
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt712930
IRS990/Form990PartVIISectionAGrp/PersonNm0Deborah Day
IRS990/Form990PartVIISectionAGrp/PersonNm1Jennifer Brundidge
IRS990/Form990PartVIISectionAGrp/PersonNm2Carol Dronen
IRS990/Form990PartVIISectionAGrp/PersonNm3Aaron Brown
IRS990/Form990PartVIISectionAGrp/PersonNm4Karla Kappel
IRS990/Form990PartVIISectionAGrp/PersonNm5Susie D'Anna
IRS990/Form990PartVIISectionAGrp/PersonNm6Carole Shavere
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian Varley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt788988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05625271
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05460
IRS990/InsuranceGrp/ProgramServicesAmt041031
IRS990/InsuranceGrp/TotalAmt046491
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt016554
IRS990/InterestGrp/TotalAmt016554
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0922184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01288626
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01204561
IRS990/LandBldgEquipCostOrOtherBssAmt02126745
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Sunny Oaks, Inc. is a values-based community provider of high quality, person-centered, positive supports that include residential, community inclusion, and employment services for eligible people with disabilities in both Marion and Polk counties. Sunny Oaks supports opportunities to have "exercised authority and responsibility" over one's "chosen programs" resulting in new life skills, meaningful relationships of one's own choosing, fulfillment of expanded dreams and goals, independence and interdependence, and mostly, individually defined happiness. Sunny Oaks, Inc., while being both operationally and fiscally responsible, strives to be mindful and heartfelt in creating warm, safer, caring "integrated" environments and activities that meet the needs of the customer(s).
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0470293
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0444339
IRS990/NetAssetsOrFundBalancesBOYAmt01140208
IRS990/NetAssetsOrFundBalancesEOYAmt01130475
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt073522
IRS990/OccupancyGrp/ProgramServicesAmt0244576
IRS990/OccupancyGrp/TotalAmt0318098
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07424
IRS990/OfficeExpensesGrp/ProgramServicesAmt066813
IRS990/OfficeExpensesGrp/TotalAmt074237
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076142
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0561060
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0637202
IRS990/OtherExpensesGrp/Desc0Food Supplies
IRS990/OtherExpensesGrp/Desc1Staff Development
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt236173
IRS990/OtherExpensesGrp/ProgramServicesAmt094290
IRS990/OtherExpensesGrp/ProgramServicesAmt165200
IRS990/OtherExpensesGrp/ProgramServicesAmt254743
IRS990/OtherExpensesGrp/ProgramServicesAmt311311
IRS990/OtherExpensesGrp/TotalAmt094290
IRS990/OtherExpensesGrp/TotalAmt172444
IRS990/OtherExpensesGrp/TotalAmt256121
IRS990/OtherExpensesGrp/TotalAmt347484
IRS990/OtherLiabilitiesGrp/BOYAmt0230966
IRS990/OtherLiabilitiesGrp/EOYAmt0235025
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0414478
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03054582
IRS990/OtherSalariesAndWagesGrp/TotalAmt03469060
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038046
IRS990/PayrollTaxesGrp/ProgramServicesAmt0280350
IRS990/PayrollTaxesGrp/TotalAmt0318396
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03543
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026109
IRS990/PensionPlanContributionsGrp/TotalAmt029652
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088228
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077679
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0Client Fees
IRS990/ProgramServiceRevenueGrp/Desc1Client Services
IRS990/ProgramServiceRevenueGrp/Desc2Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0306453
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25302851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0306453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25302851
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029676
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01077740
IRS990/PYProgramServiceRevenueAmt05577392
IRS990/PYRevenuesLessExpensesAmt034235
IRS990/PYSalariesCompEmpBnftPaidAmt04495093
IRS990/PYTotalExpensesAmt05572833
IRS990/PYTotalRevenueAmt05607068
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9733
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05625271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05607068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05270386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04534762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03898563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024936050
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0603
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0603
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt024936050
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05625271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05607068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05270386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04534762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03898563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024936050
IRS990ScheduleA/TotalSupportAmt024936653
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0618537
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0396326
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01014863
IRS990ScheduleD/EquipmentGrp/BookValueAmt024575
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0317712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0342287
IRS990ScheduleD/LandGrp/BookValueAmt0386777
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0386777
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0146425
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt056531
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0202956
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028247
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0151615
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0179862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0157331
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt177694
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued payroll liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued vacation payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01204561
IRS990ScheduleD/TotalLiabilityAmt0235025
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the CFO and executive director before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Informally review the policy as necessary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board conducts an annual review of the Executive Director including a salary comparison to similar nonprofit organizations statewide.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are made available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Affiliated Services Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0931231282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Membership for purchasing power
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Active
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01590 Cambridge Drive SE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Salem
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097302

Document Assets

No mirrored PDF or thumbnail assets are attached yet.